Concurrent Investment Advisors’s Invesco Equal Weight 0-30 Year Treasury ETF GOVI Stock Holding History

Concurrent Investment Advisors’s Portfolio GOVI Stock Details GOVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.5M	Buy	422,281 +254,271	+151%	+$6.89M	0.1%	228
2026 Q1	$4.58M	Buy	168,010 +16,683	+11%	+$461K	0.05%	375
2025 Q4	$4.17M	Sell	151,327 -15,511	-9%	-$432K	0.05%	369
2025 Q3	$4.63M	Sell	166,838 -19,788	-11%	-$542K	0.08%	259
2025 Q2	$5.13M	Buy	186,626 +18,790	+11%	+$511K	0.1%	214
2025 Q1	$4.67M	Buy	167,836 +23,958	+17%	+$656K	0.11%	200
2024 Q4	$3.89M	Buy	143,878 +54,133	+60%	+$1.51M	0.1%	200
2024 Q3	$2.61M	Buy	89,745 +35,038	+64%	+$1M	0.08%	246
2024 Q2	$1.51M	Buy	54,707 +42,546	+350%	+$1.17M	0.05%	345
2024 Q1	$341K	Buy	+12,161	New	+$342K	0.01%	644

Other funds holding GOVI

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

PBF

Petix & Botte Financial La Mesa, California $497M AUM 18.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

SIA

Spectrum Investment Advisors Mequon, Wisconsin $245M AUM 16.92% 1-Year Est. Return

Concurrent Investment Advisors's GOVI Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) stake by 151% in Q2 2026, buying an estimated $6.89M and bringing the position to 422,281 shares worth $11.5M. The position accounts for 0.1% of the portfolio, ranked #228.

Concurrent Investment Advisors first reported a position in GOVI in Q1 2024 and has held it in 10 quarters since. 89 funds tracked by Wall St. Rank hold GOVI as of Q2 2026.

Concurrent Investment Advisors held 422,281 shares of Invesco Equal Weight 0-30 Year Treasury ETF worth $11.5M as of Q2 2026.
Concurrent Investment Advisors bought 254,271 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q2 2026, an estimated $6.89M.
Invesco Equal Weight 0-30 Year Treasury ETF made up 0.1% of Concurrent Investment Advisors's portfolio in Q2 2026, its #228 holding.
Concurrent Investment Advisors first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q1 2024 and has held it in 10 quarters since.
89 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.